FINANCIAL TIMES/BRAZIL CONFIDENTIAL: Fund strategies (Polo and BNY)

At 6%, BNY Mellon ARX’s forecast for 2011 inflation is at the top end of the range. So, perhaps understandably, Alexander Gorra, the fund’s senior strategist, has taken a defensive stance in recent months: “In the fourth quarter, we became very concerned with inflation; it was setting off all our alarm signals.”

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